Beck Mack Oliver Fund Manager Performance Evaluation
| BMPEX Fund | USD 28.24 0.19 0.67% |
The fund shows a Beta (market volatility) of 0.96, which signifies possible diversification benefits within a given portfolio. Beck Mack returns are very sensitive to returns on the market. As the market goes up or down, Beck Mack is expected to follow.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Beck Mack Oliver has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Beck Mack is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Beck Mack Oliver Partners Fund Income Statement NASDAQBMPEX - TradingView | 10/31/2025 |
| Expense Ratio Date | 1st of August 2025 | |
| Expense Ratio | 1.0000 |
Beck |
Beck Mack Relative Risk vs. Return Landscape
If you would invest 2,832 in Beck Mack Oliver on October 27, 2025 and sell it today you would lose (8.00) from holding Beck Mack Oliver or give up 0.28% of portfolio value over 90 days. Beck Mack Oliver is currently producing negative expected returns and takes up 0.9554% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Beck, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Beck Mack Current Valuation
Overvalued
Today
Please note that Beck Mack's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Beck Mack Oliver shows a prevailing Real Value of $26.15 per share. The current price of the fund is $28.24. We determine the value of Beck Mack Oliver from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Beck Mack is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Beck Mutual Fund. However, Beck Mack's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 28.24 | Real 26.15 | Hype 28.24 | Naive 28.01 |
The intrinsic value of Beck Mack's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Beck Mack's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Beck Mack Oliver helps investors to forecast how Beck mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Beck Mack more accurately as focusing exclusively on Beck Mack's fundamentals will not take into account other important factors: Beck Mack Fundamentals Growth
Beck Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Beck Mack, and Beck Mack fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Beck Mutual Fund performance.
| Price To Earning | 15.74 X | ||||
| Price To Book | 2.37 X | ||||
| Price To Sales | 1.73 X | ||||
| Total Asset | 81.17 M | ||||
About Beck Mack Performance
Evaluating Beck Mack's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Beck Mack has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Beck Mack has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests primarily in a portfolio of common stocks and securities convertible into or exercisable for common stocks issued by companies of any size, but it may also invest in preferred stocks and fixed, variable and floating rate fixed-income securities such as investment grade notes, bonds and debentures. The fund is non-diversified.Things to note about Beck Mack Oliver performance evaluation
Checking the ongoing alerts about Beck Mack for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Beck Mack Oliver help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Beck Mack Oliver generated a negative expected return over the last 90 days | |
| The fund holds 98.42% of its assets under management (AUM) in equities |
- Analyzing Beck Mack's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Beck Mack's stock is overvalued or undervalued compared to its peers.
- Examining Beck Mack's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Beck Mack's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Beck Mack's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Beck Mack's mutual fund. These opinions can provide insight into Beck Mack's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Beck Mutual Fund
Beck Mack financial ratios help investors to determine whether Beck Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Beck with respect to the benefits of owning Beck Mack security.
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